John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools

In this article from Wealth Solutions Report, John O’Connell provides exclusive insights into The Oasis Group’s latest Peaks Research Report, sponsored by AdvisorEngine, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed—that help financial advisors find, enrich, prioritize and operationalize prospects. The findings were based on live product demonstrations, hands-on trials when feasible, vendor documents and trust centers, client references and prior implementation experience.

“One of the biggest takeaways from the study is that advisors can upload their current clients and prospects to several of these tools in order to identify their ideal client persona (ICP), and then use the tool to evaluate their prospects and identify the prospects that they have the highest probability to win,” said O’Connell.